Three activities are shown here on the top of the dashboard, as follows:

Test scenarios: Stating number of Test Scenarios against project.
Test case: Stating number of Test Cases against project.
Defects: Stating number of Defects against project.

The following graphs are displayed.

• Heat Map: Shows the health of each project by displaying the number of defects open and fixed.
• Trend Analysis: Shows the current statuses of the defects.
• Defects by Severity: Refers to the severity of the defect being logged with filter.
• Defects by Status: Refers to status of the defect logged with filter.
• Test Cases Status: Refers to the current status of the test case with filter.
• Executed Test Cases: Refers to the test cases which have been executed with filter.
• Pie Charts: Can be accessed by clicking on any bar graph to analyze the number of defects considered, which led to a particular result.
• Test Case Progress: Shows number of test cases executed at specific intervals of time.
• Defect Closure Efficiency: Shows number of total defects and resolved defects.
• Active Defects: Shows number of unresolved defects against specific intervals of time.
• Defects Reopened: Shows percentage of defects reopened against specific intervals of time.
• Test Cases Fail: Shows percentage of failed test cases.
• Bug Fix Duration Days: Shows the number of days it took to fix a particular bug.
• Requirements Test Case Coverage: Shows coverage of requirements against cases.
• Bugs Statistics: Shows status of bugs – reported, fixed, open and others.

Along with our comprehensive Dashboard that is organized project-wise, now you will also be able to see a Global Dashboard comprising data related to Defects for all the projects you are a part of, in one place.

How this feature will help you:

If you need to see the data for all the projects, you can check the Global Dashboard and have a quick overview of all the stats of defects according to their type, priority, severity, etc.

Follow these steps to see the Global Dashboard:
1. Go to the ‘Dashboard’, click on the Project selection bar in the middle of the screen, and scroll to the top.
2. Click on ‘Global Dashboard’.
3. Your Global Dashboard will be displayed and if you want to navigate to your regular dashboard, click on the ‘Back To Dashboard’ button.

The project screen contains a list of all your active and archived projects.

Create Project

To create your project you simply click on ‘New Project’ button.

Not all testing projects are the same so you have the option to choose your project type and even customize the project type if required.

Choosing any project type will subsequently make any related OS, browser and devices field appear dynamically.

Fill out the following text fields to create your project.

• Project Name (Project Name must be at least 5 characters long.)
• Choose Project Type from project type drop-down
• Choose the Operating system from the given Operating system drop-down
• If you select Native Mobile Applications you can select device tab will appear to enter the devices.
• “Operating System” field is now enabled
• Write down any operating system in the “Operating System” field
• Provide a brief description of your project
• If clicked on “Cancel” link, the project will not be created and user will be redirected to “Create New Project” page

Once the details are final click on create to save your project. A success message confirms that your project is saved successfully.

Edit and Delete Projects

To edit project details, add users to projects or archive your projects, you simply hover the mouse to the list and click on any of the action buttons

Copy Project

When you click on the ‘Copy Project’ option, it will create a replica of the project you have selected. This will include all the data of your existing project, and save it as a newly created project. This data includes the build, modules, requirements, test scenarios, test cases, defects, and tasks, with all their associations.

How this feature will help you:

If you need the same data for another project, you can simply copy this project and save yourself the hassle of creating all the data again in a new place. All you have to do is copy the project, thus saving time and effort!

Follow these steps to Copy your existing project:
1. Go to the ‘Project Management’ tab. You will land on the ‘Projects’ page.
2. Hover over the project you want to copy and click on the ‘copy’ option.
3. Your project will be copied and will be available in the projects list.

‘Add Users’

Hover your mouse over the first icon (i.e. ‘Add Users’) given in the row of 4 icons beneath ‘Integration’.  

When you click on it, a pop-up will appear with a list of users available in the domain. You can select the users of your choice and add them in your project. 

Archived Projects

When you click on ‘Archived Projects’, you will be able to view all your archived projects. You can either restore or permanently delete them.

Team Management on the project level can be done through the team page in project management.

Users on Kualitee domain can be assigned to different projects. In case, a new user needs to be added you can click on add new user to start with adding a user to the domain first.

In User, you simply provide First Name, Last Name, Email, and the role that you would like to assign to this user within the project you want the user to be added. 

The build is the process of naming and providing the details of the software build/iteration/sprint that you would be testing as part of your project. Each project can have multiple builds.

Creating a new build

Fill the following fields:

• Build ID
• Start date
• End date
• Users
• Description

Click on “Create Build” button

To edit and delete the build hover the mouse to the list.

The next step after build creation is of modules.

Each build within a project can contain multiple modules. The Module Management screen will display a list of all modules within a specific build.

Creating a Module

Editing or Deleting a Module

You can edit or delete a module by hovering the mouse on the listing.

You can use requirements planning to associate your existing test scenarios and test cases with parent and sub-requirement.

Creating Requirements & Sub-Requirements

To create requirements, you simply go to project management, select requirements, and click on create a requirement. Your first requirement is your parent requirement and you can assign sub-requirements by selecting the parent requirement from the drop-down. A parent requirement can have multiple sub-requirements and the user can also associate test scenarios and test cases with these sub-requirements.

Associating Test Scenarios and Test Cases

If you already have test scenarios and test cases in your project, you can associate them with your requirements, or you can edit your test cases in Test management and select the requirement from the drop-down field.

Import & Export Requirements

To import your already created requirements you can simply download the CSV template and enter all the relevant information including your test scenario and test cases if you want them to be associated with your requirements. This will automatically create all the entries and populate the information.

Note: Kindly make sure that all the fields are mapped properly to avoid any issues.

Bulk Edit

You can edit your requirements in bulk. When you tick the checkbox against your requirement, you will be able to see the “Bulk Edit” option. Click on it and a pop-up will appear. You will then be able to update the associations of your requirements in bulk also you can edit your custom created fields too from the “Bulk Edit” option

Action Buttons

Clicking on ‘Action’ will give you the options to ‘delete’ or ‘copy’ your requirement. 

Filters

You can filter your requirements by the below-mentioned filters. You can also save your filters by ticking the ‘Save my Setting’ checkbox. 

Customize Listing:

You can now view your custom fields in your listing pages from the custom listing option.

To add customize your listing pages, follow the steps below:

1. Click on the “Custom Listing” option.
2. Select the fields you want to view in your listing pages, and they will be displayed.

The test case contains a summary, test steps, precondition, postcondition developed for a specific test scenario to verify any requirement. Multiple test cases can be associated with test scenarios and requirements for any build and module.

Creating a test case

1. Ensure that a Project has been selected from the ‘Select Project’ drop-down on top bar
2. To create a new Test Case select the ‘Test Case’ tab from within the Test Management tab
3. Click on the “Create Test Case” button

While creating a test case, Test case ID and Summary are compulsory fields. While others are optional fields.

Kualitee by default has different roles with a specific set of permission. If you are a tester creating test cases, you will need to get them approved before moving them forward for execution. By default, your domain admin, test manager has the permission to approve test cases. You can ask for approval with each created test case or in bulk when importing them.

Test Case Steps

Now make your test cases more granular by breaking down detailed steps into smaller yet precise actions with well-defined expected results and attachments.

Add more Test Case Steps while Updating Test Cases

You can add more steps while updating the test case, according to the steps below.

Step 1: Click on Add Step

Step 2: Add the Steps Detail and Expected Result

Step 3: Click on Create Button for Adding More Steps

Import and Export of Test Case

Additionally, you can also import your already created test cases, you can either upload your own copy and map the fields according to Kualitee fields using the in-app mapping wizard or you can download the template and use that to upload your list of test cases.

You can export your data in three different formats CSV, Excel, and Word. Click on any of the icons will get your file ready for export and prompt you when it’s ready for download.

Bulk Edit

You can use the bulk edit option to change associations between data e.g build, module, requirements and test scenarios associated with your test cases can be changed using the bulk edit option for selected or otherwise all of the items in the listing. Also, you can edit your custom created fields too from the “Bulk Edit” option.

Note: Associations once changed cannot be reverted back to an earlier state.

Bulk Action

1. Save as copy: You can save a copy of your selected test cases, in the same project. 
2. Save as template: You can save a test case template, so you don’t have to create a new one when making the same kind of test case again.  
3. Status: You can assign a status to your selected test cases as Approved/Rejected.  
4. Delete: You can delete your selected test cases in bulk.  
5. Copy to project: You can copy your test cases to another project as well. (Note: No associations will be copied, only the test cases will be copied). 

Filters

Multiple filter options are available in the Test Cases tab to filter the test cases according to your requirements. 

Customize Listing

You can now view your custom fields on your listing page from the custom listing option.

To add custom fields to your listing pages, follow the steps below:

1. Click on the “Custom Listing” option.
2. Select the fields you want to view on your listing page, and they will be displayed.

Test scenarios are tied with builds and requirements. Test cases can be grouped according to scenarios to provide further coverage for testing.  The listing shows associations that each test scenario has with build, module, and requirements. Test Scenarios can also be created independent of the mentioned associated.

Creating a test scenario

To start with creating your test case, follow the steps below

Import and Export of Test Scenarios

Additionally, you can also import your already created test scenario and test cases, you can either upload your own copy and map the fields according to Kualitee fields using the in-app mapping wizard or you can download the template and use that to upload the your list of test scenarios.

You can export your data in three different formats CSV, Excel and Word. Click on any of the icons will get your file ready for export and promp you when its ready for download.

Bulk Edit

You can use the bulk edit option to change associations between data e.g build, module, or requirements associated with your test scenarios can be changed using the bulk edit option for selected or otherwise all of the items in the listing. Also, you can edit your custom-created fields too from the “Bulk Edit” option.

Note: Associations once changed cannot be reverted back to an earlier state.

Action Button 

1. Delete: You can delete your selected test scenarios in bulk. 
2. Copy: You can save a copy of your selected test scenarios in the same project. 

Filters

Multiple filter options are available in the Test Scenarios tab to filter the test scenarios according to your requirements. 

Customize Listing:

You can now view your custom fields on your listing page from the custom listing option.

To add custom fields to your listing pages, follow the steps below:

1. Click on the “Custom Listing” option.
2. Select the fields you want to view on your listing page, and they will be displayed.

The test cycle contains test cases or entire test suites that spans multiple builds. These cycles can be your functional cycle, UI cycles etc. They can also be your regression cycles. Cycles are created to move your test cases for executions.

Creating Cycle

• To create a cycle, ensure that a project has been selected
• Go to ‘cycle’ under ‘test lab’
• Click on ‘create cycle’

While creating cycles, you choose the respective build which is being tested. The testing dates would be within the same period that you have set for the build.

You can now also assign cycles to your teams so they can commence testing.

Deleting a cycle

You can also delete the cycle by hovering your mouse over the specific cycle.

Copy Test Cycle

You can make a copy of your test cycle and execute your test cases again, and generate new results, through the copy cycle option. Hover over the cycle name and a “copy” button will appear; click on it and the cycle will be copied.  

Users can drag and drop Test Scenarios and Test cases from the project repository to the cycle repository

You can move the same test case from your project repository to multiple cycles in the cycle repository. Each test case execution transaction history is maintained exclusively with regard to the cycle it was integrated.

Note: only those test cases will be available in the Project Repository, which are approved by the Test Manager.

Removing Test Case from Test Cycle

You can delete any test case from your test cycle, by pressing the Ctrl key and selecting the test case. The ‘remove’ button will appear at top of the cycle repository; by clicking the ‘remove’ button, the selected test case will be removed from the respective cycle.

Note: on Windows, there’ll be an option :ctrl + mouse selection. On Mac: shift + click.

In test case execution screen, you can execute both your manual and automated test cases. In the listing section, you will see test cases associated with build and cycles with which you have created the association. You can directly execute the test cases from the listing

To view the test case detail you can simply click on the test case and pop-up view will open.

Executing Test Case

To execute the test case simple click on execute. To manually execute, simply select the status from the drop down and click on execute. This will update the status of the test case and save the transaction.

When you have marked a test case as failed, the system will ask if you would like to associate a defect with it. Clicking on add defect will ask two options

• Create defect
• Attach existing defect

Clicking on create defect will take you to the defect management to create a defect from scratch. Clicking on Attach existing defect, will open a pop to choose the defect from your already created list of defects

Attaching files to executed status

You also optionally attach images, documents, and mp4 files to each executed status. Attachments will be available as links when generating an executed status report

Steps-wise Execution:

With multiple steps, teams can now execute steps and provide feedback by associating defects and attachments. 

Defect Management gives you a detailed picture of the type of defects. You can capture a bug by reporting different aspects of abnormalities in our information-rich format. You can further manage your defects by approving, assigning to developers, rejecting, and logging comments for future references. Bugs can be tracked in multiple ways, simplifying the process manifold through different viewing formats. You can monitor the bug history at any time with multiple information pointers.

Creating Defect

Ensure that a project has been selected and then move to defect management by clicking on the left side pane.

Defects Ids are auto-generated. You have the following fields to provide details on the defect in defect management.

• Build
• Module
• Defect Description
• Defect Type
• OS
• Severity
• Status
• Steps to Reproduce
• Actual Result
• Expected Result
• Comments
• Assign to
• Priority
• Attach Video
• Attach multiple images
• If you have integrated with JIRA, also select the JIRA user

Clicking on the Save button will create the defect.

Import and Export of Defect

Additionally, you can also import your already created defects, you can either upload your own copy and map the fields according to Kualitee fields using the in-app mapping wizard or you can download the template and use that to upload your list of defects.

You can export your data in three different formats CSV, Excel and Word. Clicking on any of the icons will get your file ready for export and prompt you when it is ready for download.

Bulk Edit

You can use the bulk edit option to change associations between data — e.g build, module and requirements associated with your defect can be changed using the bulk edit option for selected or otherwise all of the items in the listing. Also, you can edit your custom created fields too from the “Bulk Edit” option.

Note: Associations once changed cannot be reverted back to an earlier state.

Action Button  

1. Delete: You can delete your selected Defects in bulk. 
2. Copy: You can save a copy of your selected Defects in the same project. 

Filters

Multiple filter options are available in the Test Scenarios tab to filter out the defects. 

Customize Listing:

You can now view your custom fields on your listing page from the custom listing option.

To add custom fields to your listing pages, follow the steps below:

1. Click on the “Custom Listing” option.
2. Select the fields you want to view on your listing page, and they will be displayed.